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Welcome to United Capital Seneca

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management. We help you Live Richly℠.

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About Our Office

At the United Capital Seneca office we are committed to helping people pursue their financial goals. Senior Wealth Adviser Jim Charbonneau has been located in Seneca, S.C. for more than 20 years and has a very well regarded staff of highly experienced administrative professionals who pride themselves in providing clients excellent service every day. We offer a wide range of financial services to individuals and business owners. We believe you will be better able to identify your financial goals and make decisions to help you reach them by our providing sound financial information and guidance.

Meet Our Financial Advisor Team

Jim Charbonneau

SENIOR WEALTH ADVISER

864-888-8700

jim.charbonneau@unitedcp.com

Glenda Nichols

MANAGER OF OPERATIONS

864-888-8700

glenda.nichols@unitedcp.com

Amy Burk

RELATIONSHIP MANAGER

864-888-8700

amy.burk@unitedcp.com

Nikki Hester

CLIENT SERVICE MANAGER

864-888-8700

nikki.hester@unitedcp.com

Our United Capital Team Location

100 Century Plaza, Suite 5E
Seneca, SC 29678

Telephone: 864-888-8700
Facsimile: 864-888-0826

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Wealth Management and Financial Advisor Services To Help You Live Richly

At United Capital, a Goldman Sachs Company, our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.

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Discover Your MoneyMind.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain, or take care of the ones you love, the way you feel about money affects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life. Discover your MoneyMind®now.

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Securities offered through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on this site or visit the Cetera Advisor Networks LLC site. You can also view Cetera’s Privacy Policy, Important Disclosures & Business Continuity Plan.